Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Atlantic Union Bankshares CorpAUB · Entity 3827 | Director | October 01, 2026 | October 05, 2026 |
| COASTAL FINANCIAL CORPCCB · Entity 5197 | Director | May 26, 2026 | May 28, 2026 |
| WisdomTree, Inc.WT · Entity 4093 | Director | June 17, 2026 | June 18, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Atlantic Union Bankshares Corp
Report date October 01, 2026 · Filed October 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 9,742.6001 |
Reported balance
After 2026-10-01 transaction · row 1
1 source rowRow 1 · 2026-10-01 · Grant · Acquired 527 · Balance 9,742.6001 F1: Direct issue from Issuer. |
Filing footnotes · ownership attribution and instrument terms
F1: Direct issue from Issuer.
COASTAL FINANCIAL CORP
Report date May 26, 2026 · Filed May 28, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 6,584 |
Reported balance
After 2026-05-26 transaction · row 1
1 source rowRow 1 · 2026-05-26 · Grant · Acquired 1,193 · Balance 6,584 F1: Restricted stock granted pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan which vests one day prior to the issuer's 2027 Annual Shareholder Meeting. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock granted pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan which vests one day prior to the issuer's 2027 Annual Shareholder Meeting.
WisdomTree, Inc.
Report date June 17, 2026 · Filed June 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 37,360 |
Reported balance
After 2026-06-17 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-06-17 · Grant · Acquired 5,509 · Balance 37,360 F1: Includes restricted stock award that vests as to 5,509 shares on June 17, 2027. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes restricted stock award that vests as to 5,509 shares on June 17, 2027.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
UMPQUA HOLDINGS CORP
Report date August 07, 2020 · Filed August 11, 2020
Section 16 reporting ended · disclosed 2020-08-11. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 25,235 |
Reported balance
After 2020-08-07 transaction · row 1
1 source rowRow 1 · 2020-08-07 · Disposition to issuer · Disposed 81,365 · Balance 25,235 F1: Forfeiture of unvested restricted stock/restricted stock unit awards. |
Filing footnotes · ownership attribution and instrument terms
F1: Forfeiture of unvested restricted stock/restricted stock unit awards.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| October 01, 2026 Filed Oct 5, 2026 17:38 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | GrantCommon Stock | 527 | $0.00 | $0.00 |
DisclosureSEC source: 0001548685-26-000010 · wk-form4_1791221896.xml · nonDerivative · entry 1 Delorier Rilla S · CIK 0001548685 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,742.6001 F1 · shares: Direct issue from Issuer. Read SEC document |
| July 01, 2026 Filed Jul 2, 2026 19:10 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | GrantCommon Stock | 473 | $0.00 | $0.00 |
DisclosureSEC source: 0001548685-26-000009 · form4-07022026_070702.xml · nonDerivative · entry 1 Delorier Rilla S · CIK 0001548685 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,215.6001 F1 · shares: Direct issue from Issuer. Read SEC document |
| June 17, 2026 Filed Jun 18, 2026 20:23 UTC | WisdomTree, Inc. WT · Entity 4093 | GrantCommon Stock | 5,509 | $0.00 | $0.00 |
DisclosureSEC source: 0001548685-26-000008 · f4_a1eus0000096rizmai-live.xml · nonDerivative · entry 1 Delorier Rilla S · CIK 0001548685 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,360 F1 · balance_after: Includes restricted stock award that vests as to 5,509 shares on June 17, 2027. Read SEC document |
| May 26, 2026 Filed May 28, 2026 22:51 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | GrantCommon Stock | 1,193 | $0.00 | $0.00 |
DisclosureSEC source: 0001548685-26-000005 · wk-form4_1780008689.xml · nonDerivative · entry 1 Delorier Rilla S · CIK 0001548685 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,584 F1 · shares: Restricted stock granted pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan which vests one day prior to the issuer's 2027 Annual Shareholder Meeting. Read SEC document |
| April 01, 2026 Filed Apr 2, 2026 20:20 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | GrantCommon Stock | 560 | $0.00 | $0.00 |
DisclosureSEC source: 0001548685-26-000003 · form4-04022026_040405.xml · nonDerivative · entry 1 Delorier Rilla S · CIK 0001548685 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,742.6001 F1 · shares: Direct issue from Issuer. Read SEC document |
| January 02, 2026 Filed Jan 6, 2026 17:53 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | GrantCommon Stock | 567 | $0.00 | $0.00 |
DisclosureSEC source: 0001548685-26-000001 · form4-01062026_050119.xml · nonDerivative · entry 1 Delorier Rilla S · CIK 0001548685 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,182.6001 F1 · shares: Direct issue from Issuer. F2 · balance_after: Includes 81.881544 additional shares acquired through dividend reinvestment since the reporting person's last Form 4. Read SEC document |
| October 01, 2025 Filed Oct 3, 2025 15:27 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | GrantCommon Stock | 567 | $0.00 | $0.00 |
DisclosureSEC source: 0001548685-25-000003 · form4-10032025_031019.xml · nonDerivative · entry 1 Delorier Rilla S · CIK 0001548685 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,534.7186 F1 · shares: Direct issue from Issuer. F2 · balance_after: Includes 139.306 additional shares acquired through dividend reinvestment since the reporting person's last Form 4. Read SEC document |
| July 01, 2025 Filed Jul 2, 2025 15:24 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | GrantCommon Stock | 639 | $31.28 | $19,987.92 |
DisclosureSEC source: 0001415889-25-018867 · form4-07022025_030727.xml · nonDerivative · entry 1 Delorier Rilla S · CIK 0001548685 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,828.4126 F1 · shares: Direct issue from Issuer. F2 · balance_after: Includes 52.245 additional shares acquired through dividend reinvestment since the reporting person's last Form 4. Read SEC document |
| June 17, 2025 Filed Jun 18, 2025 19:43 UTC | WisdomTree, Inc. WT · Entity 4093 | GrantCommon Stock | 9,871 | $0.00 | $0.00 |
DisclosureSEC source: 0001664272-25-000354 · f4_a1eus000005xuqmma0-live.xml · nonDerivative · entry 1 Delorier Rilla S · CIK 0001548685 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,851 F1 · balance_after: Includes restricted stock award which vest as to 9,871 shares on June 17, 2026. Read SEC document |
| May 28, 2025 Filed May 30, 2025 22:04 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | GrantCommon Stock | 975 | $0.00 | $0.00 |
DisclosureSEC source: 0001437958-25-000111 · wk-form4_1748642606.xml · nonDerivative · entry 1 Delorier Rilla S · CIK 0001548685 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,391 F1 · shares: Includes restricted stock granted pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan which vests as follows: 975 shares of common stock vest one day prior to the issuer's 2026 Annual Shareholder Meeting. F1 · balance_after: Includes restricted stock granted pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan which vests as follows: 975 shares of common stock vest one day prior to the issuer's 2026 Annual Shareholder Meeting. Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 15:05 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | GrantCommon Stock | 642 | $31.14 | $19,991.88 |
DisclosureSEC source: 0001415889-25-009851 · form4-04032025_030424.xml · nonDerivative · entry 1 Delorier Rilla S · CIK 0001548685 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,189.412 F1 · shares: Direct issue from Issuer. F2 · balance_after: Includes 52.245 additional shares acquired through dividend reinvestment since the reporting person's last Form 4. Read SEC document |
| January 02, 2025 Filed Jan 3, 2025 20:41 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | GrantCommon Stock | 528 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-000363 · form4-01032025_080124.xml · nonDerivative · entry 1 Delorier Rilla S · CIK 0001548685 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,495.1673 F1 · shares: Direct issue from Issuer. F2 · balance_after: Includes 39.3226 additional shares acquired through dividend reinvestment since the reporting person's last Form 4. Read SEC document |
| October 01, 2024 Filed Oct 3, 2024 18:51 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | GrantCommon Stock | 431 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-024586 · form4-10032024_061013.xml · nonDerivative · entry 1 Delorier Rilla S · CIK 0001548685 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,927.8446 F1 · shares: Direct issue from Issuer. F2 · balance_after: Includes 37.2493 additional shares acquired through dividend reinvestment since the reporting person's last Form 4. Read SEC document |
| July 01, 2024 Filed Jul 3, 2024 16:10 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | GrantCommon Stock | 495 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-019117 · form4-07032024_040708.xml · nonDerivative · entry 1 Delorier Rilla S · CIK 0001548685 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,459.595 F1 · shares: Direct issue from Issuer. F2 · balance_after: Includes 39.508 additional shares acquired through dividend reinvestment since the reporting person's last Form 4. Read SEC document |
| June 12, 2024 Filed Jun 13, 2024 20:44 UTC | WisdomTree, Inc. WT · Entity 4093 | GrantCommon Stock | 10,152 | $0.00 | $0.00 |
DisclosureSEC source: 0001664272-24-000299 · f4_a1edp0000016qghmam-live.xml · nonDerivative · entry 1 Delorier Rilla S · CIK 0001548685 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,980 F1 · balance_after: Represents restricted stock awards which vest as to (i) 11,828 shares on August 18, 2024 and (ii) 10,152 shares on June 12, 2025. Read SEC document |
| May 30, 2024 Filed May 31, 2024 18:27 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | GrantCommon Stock | 1,375 | $0.00 | $0.00 |
DisclosureSEC source: 0001437958-24-000096 · wk-form4_1717180066.xml · nonDerivative · entry 1 Delorier Rilla S · CIK 0001548685 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,416 F1 · shares: Includes restricted stock granted pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan which vests as follows: 1,375 shares of common stock vest one day prior to the issuer's 2025 Annual Shareholder Meeting. F1 · balance_after: Includes restricted stock granted pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan which vests as follows: 1,375 shares of common stock vest one day prior to the issuer's 2025 Annual Shareholder Meeting. Read SEC document |
| April 01, 2024 Filed Apr 3, 2024 18:00 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | GrantCommon Stock | 460 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-009956 · form4-04032024_060430.xml · nonDerivative · entry 1 Delorier Rilla S · CIK 0001548685 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,925.087 F1 · shares: Direct issue from Issuer. F2 · balance_after: Includes 33.056 additional shares acquired through dividend reinvestment since the reporting person's last Form 4. Read SEC document |
| January 02, 2024 Filed Jan 4, 2024 19:25 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | GrantCommon Stock | 445 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-000557 · form4-01042024_070111.xml · nonDerivative · entry 1 Delorier Rilla S · CIK 0001548685 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,432.0305 F1 · shares: Direct issue from Issuer. F2 · balance_after: Includes 85.4616 additional shares acquired through dividend reinvestment since the reporting person's last Form 4. Read SEC document |
| October 02, 2023 Filed Oct 4, 2023 20:12 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | GrantCommon Stock | 521 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-013993 · form4-10042023_081039.xml · nonDerivative · entry 1 Delorier Rilla S · CIK 0001548685 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,901.5689 F1 · shares: Direct issue from Issuer. Read SEC document |
| August 18, 2023 Filed Aug 22, 2023 20:54 UTC | WisdomTree, Inc. WT · Entity 4093 | GrantCommon Stock | 11,828 | $0.00 | $0.00 |
DisclosureSEC source: 0001664272-23-000416 · f4_a1e2k00000klqwpuad-live.xml · nonDerivative · entry 1 Delorier Rilla S · CIK 0001548685 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,828 F1 · balance_after: Restricted stock award which vests on August 18, 2024. Read SEC document |
| July 03, 2023 Filed Jul 3, 2023 20:49 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | GrantCommon Stock | 578 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-010582 · form4-07032023_080723.xml · nonDerivative · entry 1 Delorier Rilla S · CIK 0001548685 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,380.5689 F1 · shares: Direct issue from Issuer. Read SEC document |
| May 30, 2023 Filed May 31, 2023 19:17 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | GrantCommon Stock | 1,283 | $0.00 | $0.00 |
DisclosureSEC source: 0001437958-23-000079 · wk-form4_1685560622.xml · nonDerivative · entry 1 Delorier Rilla S · CIK 0001548685 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,041 F1 · shares: Includes restricted stock granted pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan which vests as follows: 1,283 shares of common stock vest one day prior to the issuer's 2024 Annual Shareholder Meeting. F1 · balance_after: Includes restricted stock granted pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan which vests as follows: 1,283 shares of common stock vest one day prior to the issuer's 2024 Annual Shareholder Meeting. Read SEC document |
| April 03, 2023 Filed Apr 4, 2023 20:11 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | GrantCommon Stock | 428 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-006000 · form4-04042023_080420.xml · nonDerivative · entry 1 Delorier Rilla S · CIK 0001548685 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,802.5689 F1 · price: Direct issue from Issuer. Read SEC document |
| January 03, 2023 Filed Jan 4, 2023 19:50 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | GrantCommon Stock | 427 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-000254 · form4-01042023_070102.xml · nonDerivative · entry 1 Delorier Rilla S · CIK 0001548685 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,374.5689 F1 · shares: Direct issue from Issuer. F2 · balance_after: Includes additional shares acquired through dividend reinvestment since the reporting person's last Form 4. Read SEC document |
| October 03, 2022 Filed Oct 5, 2022 19:03 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | GrantCommon Stock | 494 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-22-010337 · form4-10052022_121022.xml · nonDerivative · entry 1 Delorier Rilla S · CIK 0001548685 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 936 F1 · shares: Direct issue from Issuer. Read SEC document |
| July 01, 2022 Filed Jul 6, 2022 20:59 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | GrantCommon Stock | 442 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-22-007500 · form4-07062022_010711.xml · nonDerivative · entry 1 Delorier Rilla S · CIK 0001548685 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 442 F1 · shares: Direct issue from Issuer. Read SEC document |
| May 24, 2022 Filed May 26, 2022 20:35 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | GrantCommon Stock | 939 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-22-013649 · rdgdoc.xml · nonDerivative · entry 1 Delorier Rilla S · CIK 0001548685 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,758 F1 · shares: Restricted Stock granted pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan, which vest according to footnote (2) below. F2 · balance_after: Restricted stock granted pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan vest as follows: 939 shares of common stock vest one day prior to the issuer's 2023 Annual Shareholders' Meeting. Read SEC document |
| May 24, 2021 Filed May 26, 2021 01:27 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | GrantCommon Stock | 490 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-21-013339 · rdgdoc.xml · nonDerivative · entry 1 Delorier Rilla S · CIK 0001548685 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 819 F1 · shares: Restricted Stock granted pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan, which vest according to footnote (2) below. F2 · balance_after: Restricted stock granted pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan vest as follows: 490 shares of common stock vest one day prior to the issuer's 2022 Annual Shareholders' Meeting. Read SEC document |
| November 06, 2020 Filed Nov 6, 2020 22:36 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | GrantCommon Stock | 329 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-20-023044 · rdgdoc.xml · nonDerivative · entry 1 Delorier Rilla S · CIK 0001548685 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 329 F1 · shares: Restricted Stock granted pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan, which vest according to footnote (2) below. F2 · balance_after: Restricted stock granted pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan vest as follows: 329 shares of common stock vest one day prior to the issuer's 2021 Annual Shareholders' Meeting. Read SEC document |
| August 07, 2020 Filed Aug 11, 2020 14:48 UTC | UMPQUA HOLDINGS CORP UMPQ · Entity 116177 | Disposition to issuerCommon Stock | 81,365 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-023345 · form4.xml · nonDerivative · entry 1 Delorier Rilla S · CIK 0001548685 · Former EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,235 F1 · shares: Forfeiture of unvested restricted stock/restricted stock unit awards. Read SEC document |
| April 17, 2020 Filed Apr 20, 2020 19:17 UTC | UMPQUA HOLDINGS CORP UMPQ · Entity 116177 | Tax withholdingCommon Stock | 1,190 | $11.04 | $13,137.60 |
DisclosureSEC source: 0001127602-20-014151 · form4.xml · nonDerivative · entry 1 Delorier Rilla S · CIK 0001548685 · EVP/Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 106,600 F1 · shares: Payment of tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3. Read SEC document |
| March 02, 2020 Filed Mar 4, 2020 15:11 UTC | UMPQUA HOLDINGS CORP UMPQ · Entity 116177 | GrantCommon Stock | 9,305 | $16.12 | $149,996.60 |
DisclosureSEC source: 0001127602-20-009339 · form4.xml · nonDerivative · entry 3 Delorier Rilla S · CIK 0001548685 · EVP/Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 107,790 F3 · shares: Performance share award granted 3/2/20. The award vests approximately three years following the grant date based on the issuer's return on average tangible common equity for fiscal years 2020-2022 compared to a Compensation Committee approved group of peers. Read SEC document |
| March 02, 2020 Filed Mar 4, 2020 15:11 UTC | UMPQUA HOLDINGS CORP UMPQ · Entity 116177 | GrantCommon Stock | 9,305 | $16.12 | $149,996.60 |
DisclosureSEC source: 0001127602-20-009339 · form4.xml · nonDerivative · entry 2 Delorier Rilla S · CIK 0001548685 · EVP/Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 98,485 F2 · shares: Performance share award granted 3/2/20. The award vests three years following the grant date based on the issuer's total shareholder return performance compared to a regional bank stock index. Read SEC document |
| March 02, 2020 Filed Mar 4, 2020 15:11 UTC | UMPQUA HOLDINGS CORP UMPQ · Entity 116177 | GrantCommon Stock | 18,610 | $16.12 | $299,993.20 |
DisclosureSEC source: 0001127602-20-009339 · form4.xml · nonDerivative · entry 1 Delorier Rilla S · CIK 0001548685 · EVP/Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,180 F1 · shares: Restricted stock award granted 3/2/20. Beginning on the first anniversary of the grant date, the award vests 33.33% per year for three years. Read SEC document |
| February 25, 2020 Filed Feb 26, 2020 17:01 UTC | UMPQUA HOLDINGS CORP UMPQ · Entity 116177 | Tax withholdingCommon Stock | 2,736 | $16.90 | $46,238.40 |
DisclosureSEC source: 0001127602-20-007978 · form4.xml · nonDerivative · entry 2 Delorier Rilla S · CIK 0001548685 · EVP/Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,570 F2 · shares: Payment of tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3. Read SEC document |
| February 25, 2020 Filed Feb 26, 2020 17:01 UTC | UMPQUA HOLDINGS CORP UMPQ · Entity 116177 | GrantCommon Stock | 181 | $16.90 | $3,058.90 |
DisclosureSEC source: 0001127602-20-007978 · form4.xml · nonDerivative · entry 1 Delorier Rilla S · CIK 0001548685 · EVP/Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,306 F1 · shares: Additional shares issued under the PSA granted 1/31/17 due to the issuer's ROATCE performance exceeding target. Read SEC document |
| February 04, 2020 Filed Feb 5, 2020 17:13 UTC | UMPQUA HOLDINGS CORP UMPQ · Entity 116177 | GrantCommon Stock | 480 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-003780 · form4.xml · nonDerivative · entry 3 Delorier Rilla S · CIK 0001548685 · EVP/Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,125 F2 · shares: Additional shares issued under the PSA granted 4/19/17 due to the issuer's TSR performance exceeding target. Read SEC document |
| February 04, 2020 Filed Feb 5, 2020 17:13 UTC | UMPQUA HOLDINGS CORP UMPQ · Entity 116177 | Tax withholdingCommon Stock | 1,451 | $17.33 | $25,145.83 |
DisclosureSEC source: 0001127602-20-003780 · form4.xml · nonDerivative · entry 2 Delorier Rilla S · CIK 0001548685 · EVP/Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,645 F1 · shares: Payment of tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3. Read SEC document |
| February 04, 2020 Filed Feb 5, 2020 17:13 UTC | UMPQUA HOLDINGS CORP UMPQ · Entity 116177 | Tax withholdingCommon Stock | 2,957 | $16.90 | $49,973.30 |
DisclosureSEC source: 0001127602-20-003780 · form4.xml · nonDerivative · entry 1 Delorier Rilla S · CIK 0001548685 · EVP/Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,096 F1 · shares: Payment of tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3. Read SEC document |
| February 03, 2020 Filed Feb 4, 2020 15:35 UTC | UMPQUA HOLDINGS CORP UMPQ · Entity 116177 | Tax withholdingCommon Stock | 1,037 | $17.08 | $17,711.96 |
DisclosureSEC source: 0001127602-20-003472 · form4.xml · nonDerivative · entry 1 Delorier Rilla S · CIK 0001548685 · EVP/Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,053 F1 · shares: Payment of tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3. Read SEC document |
| April 18, 2019 Filed Apr 19, 2019 16:55 UTC | UMPQUA HOLDINGS CORP UMPQ · Entity 116177 | Tax withholdingCommon Stock | 1,227 | $17.10 | $20,981.70 |
DisclosureSEC source: 0001127602-19-015929 · form4.xml · nonDerivative · entry 1 Delorier Rilla S · CIK 0001548685 · EVP, Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,090 F1 · shares: Payment of tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3. Read SEC document |
| February 04, 2019 Filed Feb 6, 2019 19:52 UTC | UMPQUA HOLDINGS CORP UMPQ · Entity 116177 | GrantCommon Stock | 10,055 | $17.90 | $179,984.50 |
DisclosureSEC source: 0001127602-19-004358 · form4.xml · nonDerivative · entry 4 Delorier Rilla S · CIK 0001548685 · EVP, Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,317 F4 · shares: PSA granted 2/04/19. The grant vests at least three years following the grant date based on the issuer's return on average tangible common equity for fiscal years 2019-2021 compared to a Compensation Committee approved group of peers. Read SEC document |
| February 04, 2019 Filed Feb 6, 2019 19:52 UTC | UMPQUA HOLDINGS CORP UMPQ · Entity 116177 | GrantCommon Stock | 10,055 | $17.90 | $179,984.50 |
DisclosureSEC source: 0001127602-19-004358 · form4.xml · nonDerivative · entry 3 Delorier Rilla S · CIK 0001548685 · EVP, Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,262 F3 · shares: PSA granted 2/04/19. The grant vests three years following the grant date based on the issuer's total shareholder return performance compared to a regional bank stock index. Read SEC document |
| February 04, 2019 Filed Feb 6, 2019 19:52 UTC | UMPQUA HOLDINGS CORP UMPQ · Entity 116177 | GrantCommon Stock | 13,407 | $17.90 | $239,985.30 |
DisclosureSEC source: 0001127602-19-004358 · form4.xml · nonDerivative · entry 2 Delorier Rilla S · CIK 0001548685 · EVP, Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,207 F2 · shares: RSA granted 2/04/19. Beginning on the first anniversary of the grant date, the grant shares vest 33 1/3% per year for three years Read SEC document |
| February 04, 2019 Filed Feb 6, 2019 19:52 UTC | UMPQUA HOLDINGS CORP UMPQ · Entity 116177 | Tax withholdingCommon Stock | 1,064 | $17.90 | $19,045.60 |
DisclosureSEC source: 0001127602-19-004358 · form4.xml · nonDerivative · entry 1 Delorier Rilla S · CIK 0001548685 · EVP, Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,800 F1 · shares: Payment of tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3. Read SEC document |
| April 19, 2018 Filed Apr 20, 2018 12:48 UTC | UMPQUA HOLDINGS CORP UMPQ · Entity 116177 | Tax withholdingCommon Stock | 1,223 | $23.07 | $28,214.61 |
DisclosureSEC source: 0001077771-18-000071 · edgardoc.xml · nonDerivative · entry 1 Delorier Rilla S · CIK 0001548685 · EVP, Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,864 F1 · shares: Payment of tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3. Read SEC document |
| February 02, 2018 Filed Feb 5, 2018 17:21 UTC | UMPQUA HOLDINGS CORP UMPQ · Entity 116177 | GrantCommon Stock | 8,235 | $0.00 | $0.00 |
DisclosureSEC source: 0001077771-18-000017 · edgardoc.xml · nonDerivative · entry 2 Delorier Rilla S · CIK 0001548685 · EVP, Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,087 F2 · shares: RSA granted 2/02/18. Beginning on the first anniversary of the grant date, the grant shares vest 33 1/3% per year for three years. Read SEC document |
| February 02, 2018 Filed Feb 5, 2018 17:21 UTC | UMPQUA HOLDINGS CORP UMPQ · Entity 116177 | GrantCommon Stock | 12,352 | $0.00 | $0.00 |
DisclosureSEC source: 0001077771-18-000017 · edgardoc.xml · nonDerivative · entry 1 Delorier Rilla S · CIK 0001548685 · EVP, Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,852 F1 · shares: PSA granted 2/02/18. The grant vests three years following the grant date based on the issuer's total shareholder return performance compared to a regional bank stock index and the issuer's return on tangible common equity compared to a group of peers. Read SEC document |
| April 19, 2017 Filed Apr 20, 2017 18:24 UTC | UMPQUA HOLDINGS CORP UMPQ · Entity 116177 | GrantCommon Stock | 11,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001077771-17-000077 · edgardoc.xml · nonDerivative · entry 2 Delorier Rilla S · CIK 0001548685 · EVP, Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,500 F2 · shares: RSA granted 4/19/17. Beginning on the first anniversary of the grant date, the grant shares vest 33 1/3% per year for three years. Read SEC document |
| April 19, 2017 Filed Apr 20, 2017 18:24 UTC | UMPQUA HOLDINGS CORP UMPQ · Entity 116177 | GrantCommon Stock | 16,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001077771-17-000077 · edgardoc.xml · nonDerivative · entry 1 Delorier Rilla S · CIK 0001548685 · EVP, Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,500 F1 · shares: PSA granted 4/19/17. The grant vests approximately three years following the grant date based on the issuer's total shareholder return performance compared to a regional bank stock index and the issuer's return on tangible common equity compared to a group of peers. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.